Viz is a customer research tool which runs in a browser, making it ideal
for: Customer Self-Service over the Internet and Remote Sales Force Support.
Viz provides real-time customer information stored in your back-office database
displayed a rich user interface running in a JavaScript-enabled browser such as
Internet Explorer, Firefox or Safari. Any device running such a browser -- from
a desktop to a laptop to an iPhone -- can see the information provided by Viz.

VizCRM is intended to be embedded in a compatible CRM product such as GoldMine
or SugarCRM and has been tested on: GoldMine 8 and SugarCRM
5.

A software product hosting VizCRM must:

Support launching a Viz-compatible internal or external browser window

VizCRM is typically hosted on the same intranet or VPN, as the CRM product, and
often the same server. The back-office database must be accessible to Viz via
the network. VizCRM relies on the CRM to supply 2 key services: Security and Customer look-up.

VizWeb is a stand-alone application intended to work over the internet.
It supplies configurable security and look-up services. The server portion is
hosted on the same intranet or VPN as the back-office database, and often the
same server. The client portion is hosted on any web server accessible to the
internet. The web-accessible web server can be on a shared hosting service (your
ISP) or it can be on the same server as the server portion of Viz, so long
as that server is accessible via the internet.

Information:

Selecting a Customer The starting
place for Viz is your customer. Your customer is identified in your back-office
database by a unique code or ID. Viz must have this unique customer identifier
in order to find the customer's associated information in your back-office database.
VizCRM relies on your CRM software to provide that customer identifier
to Viz. The usual means for accomplishing this is to include the identifier
as a field in your CRM contacts database. The mechanism for passing the customer
identifier field from your CRM database to Viz is specific to the CRM product.
See Viz: Developers Guide - Embedding in a CRM.

Configurability

The information that Viz can display and the way Viz displays it, is
highly configurable. The configuration of Viz is covered in "Viz:
Developers Guide".

The test environments should be considered the minimum requirements
for browser and OS platforms. Other browsers or OS platforms may also work. There
are very slight differences in the appearance of Viz in different browsers. (See
Appendix A for known issues.)